Charles Schwab’s ZoomInfo Technologies GTM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$24.9M Buy
2025
Q2
$22.8M Sell
2025
Q1
$23M Buy
2024
Q4
$23.3M Buy
2024
Q3
$22.6M Buy
2024
Q2
$27.6M Buy
2024
Q1
$34.4M Buy
2023
Q4
$38.1M Buy
2023
Q3
$32.6M Buy
2023
Q2
$25.4M Buy
2023
Q1
$23.4M Buy
2022
Q4
$26.9M Buy
2022
Q3
$36.4M Sell
2022
Q2
$79.1M Buy
2022
Q1
$141M Buy
2021
Q4
$148M Buy
2021
Q3
$83.1M Buy
2021
Q2
$25.8M Buy
2021
Q1
$21.4M Sell
2020
Q4
$29.9M Buy
2020
Q3
$22.5M Buy
2020
Q2
$312K Buy